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Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
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    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR LUBBOCK
    Legacy Financial Management Write review for this local business
    3223 S Loop 289 Ste 240E, Lubbock, TX 79423
    (806) 771-1977  
    Our company can help you with investments including retirement, income planning, college funding, 401k for small business, and more. The financial advisors we have available just want to ensure the best for your future.
    Hatch Tim Investments Write review for this local business
    1500 Broadway, Lubbock, TX 79401
    (806) 767-7351  
    I and S Investments Write review for this local business
    905 Avenue K, Lubbock, TX 79401
    (806) 722-0660  
    Lowe Larry Investments Write review for this local business
    2313 Broadway, Lubbock, TX 79401
    (806) 747-1067  
    Tomken Investments Write review for this local business
    1317 University Ave, Lubbock, TX 79401
    (806) 762-1263  
    Woody Dwain F Investments Write review for this local business
    1500 Broadway, Lubbock, TX 79401
    (806) 749-3911  
    Thompson Jack Richard Invstmnts Write review for this local business
    2313 Broadway, Lubbock, TX 79401
    (806) 747-2856  
    Payment 1 Financial Write review for this local business
    2302 19th St, Lubbock, TX 79401
    (806) 368-7892  
    Flatland Risk Management Inc Dan Write review for this local business
    601 Main St, Lubbock, TX 79401
    (806) 319-9160  
    H & R Block Write review for this local business
    1905 19th St, Lubbock, TX 79401
    (806) 762-0999  
    Kastman Marjorie Cone Investments Write review for this local business
    1640 Broadway, Lubbock, TX 79401
    (806) 765-0806  
    Ryan & Company Write review for this local business
    1500 Broadway Ste 1150, Lubbock, TX 79401
    (806) 792-0020  
    Barnhill Robert E Atty Cpa/Pfs Cfp Write review for this local business
    2583 Po Box, Lubbock, TX 79408
    (806) 794-1282  
    A American Debt Consolidation Write review for this local business
    Lubbock, TX 79409
    (806) 744-7717  
    Harrison Kathryn B Write review for this local business
    1901 32nd St, Lubbock, TX 79411
    (806) 744-3777  
    Christ The King Cathedral Write review for this local business
    Lubbock, TX 79409
    (806) 771-2077  
    H&R Block Write review for this local business
    1710 34th St, Lubbock, TX 79411
    (806) 762-2131  
    Credit Link Lubbock Write review for this local business
    Lubbock, TX 79409
    (806) 300-8007  
    Fb&T Wealth Mangement Write review for this local business
    3405 22nd St Ste 200, Lubbock, TX 79410
    (806) 788-2807  
    Hollingsworth Lonnie F Investments Write review for this local business
    5119 34th St, Lubbock, TX 79410
    (806) 799-5908  
    Sloan John J Tax Consultant Write review for this local business
    3060 34th St, Lubbock, TX 79410
    (806) 792-6130  
    Edward Jones Investments Write review for this local business
    3707 19th St Ste B, Lubbock, TX 79410
    (806) 797-1363  
    Total Growth Investments Write review for this local business
    5105 34th St, Lubbock, TX 79410
    (806) 771-3814  
    Miles Financial Services Write review for this local business
    3812 34th St, Lubbock, TX 79410
    (806) 797-8805  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



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